Create triage card for new guidance PDFs in shared folder
Create triage card for new guidance PDFs in shared folder
You receive guidance PDFs in your shared folder that sit untriaged and delay your coordinators' work. The workflow creates a task card and notifies your team so items are triaged the same day.
Overview
When guidance PDFs land in your shared folder they often go untriaged and slow down coordinators; this creates a task card and alerts the right people within minutes. That ensures items are visible and triaged the same day, removing manual handoffs and missed documents.